Changing the Dynamics AX Data Source in the Jet Data Manager

Overview

It may become necessary to reconfigure the Jet Data Manager to extract data from a data source other than the one that was originally selected.

Examples of this would be when the data source has been relocated to a different server, when the ERP system has been upgraded and there is a new database that needs to be utilized, or when the Jet Data Manager was originally connected to a test or development environment initially and is now being connected to the production database.

Process

Import AX Adapter into the New AX Database (if applicable)

If the new AX data source being used has not previously been used by the Jet Data Manager then the AX Adapter needs to be imported into the AX database and the Adapter Setup needs to be run. This would follow the same process that was followed during the initial setup and the steps can be found in the Jet Reports installation document.

Open the Project in the Jet Data Manager

The data source must be changed directly in the project. Open the Jet Data Manager and open the desired project.

Expand Data Sources in the Project

Expand the Data Sources node on the Data tab within the Jet Data Manager to show all of the data sources currently being used in the project.

Edit the AX Provider

Right-click the AX data source (in this example it is named AX) and select
Edit Microsoft SQL Provider
. This will open the AX Database Configuration window.

Change the Server Name and Database properties to reflect the new data source that will be used. Click
Ok
to close the window once these have been specified.

Synchronize Companies

Right-click the AX data source again and select
Set Up Accounts
to synchronize the companies in the Jet Data Manager to match the companies in the new AX database. The Accounts window will then appear.

Check the
Use
box for all companies that data should be pulled from in the Jet Data Manager. Click
Ok
to close the window and accept the changes.

Synchronize Database Objects

Right click the AX data source and select Synchronize Objects. This will synchronize all necessary database objects (such as tables, fields, and option values) from the new data source to the Jet Data Manager.

The AX Adapter must be imported and executed in the new database prior to synchronizing the objects. If this has not been done then an error will appear. Adding the AX Adapter is covered under the first step of this article.

The following window will appear during the synchronization process:

Once synchronization is complete the Jet Data Manager will display any changes that have occurred in the tables and fields currently being used in the project. If no changes are found the follow screen will appear:

Deploy and Execute the Project:

After the new data source has been configured and synchronized the final step is to deploy and execute the project against the new database. This can be achieved by clicking
Manual Deployment and Execution
at the top of the Data tab: